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Premia Global Advisors, LLC

OUR PROCESS

Global 360 F.O.R.M.ula

Family | Occupation | Recreation | Money

Our proprietary process integrates wealth, debt, liquidity, cash flow, and estate management, together with financial planning. Each plan is unique. We spend time to understand and discover what your individual goals and desires are. We then design a customized program tailored to those needs, and through our proprietary process we can deploy your individual plan. Through constant adjustment and monitoring of critical life and financial events, we keep your plan on track.

The Global 360 F.O.R.M.ula process
focuses on the "Three Ds":

Our Ideal clients are primarily successful families, executives, business owners and professionals, many of whom are striving to secure investment legacies, ensure income strategies that will secure comfortable active retirement or achieve a work optional lifestyle.

Premia Global Advisors and the Global 360 F.O.R.M.ula follow our proprietary proven process to help you achieve your goal of financial independence.

Discovery

Design

Deploy

Solutions for Individuals & Families

Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies.

As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs. This often involves multi-jurisdictional solutions for our international clients. And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them.

As our client, you will benefit from a comprehensive, systematic review of the profile you choose to share with our team. We then create a customized financial plan and investment portfolio to properly balance your objectives and risk tolerance. We present our ideas in a concise and thorough manner to assure your complete comfort with your model. Premia conducts and shares with you a regular performance review of your portfolio, analyzing and reporting on results, and offering recommendations to enhance the investment portfolio as needed.

Our priority is to help you find ways to live a rich life.

Solutions for Institutional Clients

Premia’s team has longstanding experience working with institutional clients and their particular set of complex needs within the wealth arena.

From offshore entities to global players with interests in multiple geographies, institutional investors can turn to Premia as a resourceful partner who seeks to anticipate the challenges faced by cross-border investing and finance.

The Premia team is proficient in helping institutional clients define their objectives and plot a course of action that is both strategic in its long-range objective and tactical in delivering immediate advantages. Whether your need is a large-scale initiative, such as identifying an optimal investment program for your corporate pension plan, or a niche investment opportunity requiring discretion and confidentiality, Premia’s experience and expertise position the firm to be a valuable partner for your financial activities.

Unlocking Financial Success with Premia Global Advisors: The Global 360 F.O.R.M.ula

Premia Global Advisors welcomes you to a comprehensive financial planning process, where success is defined not just by wealth accumulation but by a holistic approach that encompasses your unique goals and desires.

Our proprietary process, the Global 360 F.O.R.M.ula, stands at the forefront of this paradigm shift, guiding you through a personalized journey toward financial empowerment.

Discovery: Unveiling Your Financial Landscape

At Premia Global Advisors, we understand that every individual’s financial journey is distinct. That’s why we commence our partnership with an in-depth Discovery phase, where we unearth the intricate details of your financial landscape:

Goals and Aspirations:

We take the time to explore your short-term objectives and long-term dreams. Whether it’s retiring comfortably, leaving a lasting legacy, or funding your children’s education, we prioritize understanding what truly matters to you.

Values and Priorities:

Beyond monetary goals, we delve into your values, priorities, and aspirations. Family dynamics, personal passions, and lifestyle preferences are pivotal in shaping your financial plan.

Risk Tolerance and Comfort Level:

Understanding your risk tolerance is crucial in designing a plan that aligns with your comfort level. We assess your willingness to embrace risk and tailor our strategies to mitigate potential downsides.

Financial Landscape Assessment:

We comprehensively evaluate your current financial situation, including assets, liabilities, income streams, and expenses. This serves as the bedrock upon which we craft your customized plan.

Design: Crafting Your Financial Blueprint

Armed with a deep understanding of your aspirations, we transition to the Design phase, where we meticulously craft a personalized financial blueprint tailored to your needs:

Strategic Planning:

We develop a strategic roadmap addressing your financial objectives by leveraging our knowledge, experience, and industry insights. From asset allocation to wealth management, we devise strategies to optimize growth while minimizing risk.

Financial Service Selection:

Based on your unique circumstances, we curate a suite of financial services and products tailored to support your plan. Whether it’s investment management, retirement planning, or estate planning, we recommend solutions that align with your goals and preferences.

Customized Solutions:

Recognizing that no two financial plans are alike, we tailor our recommendations to reflect your individual circumstances and objectives. Whether you seek conservative wealth preservation or growth-oriented investment strategies, we design a plan that fits your needs like a glove.

Deploy: Building a Lasting Legacy and Relationship

In the final Deploy phase, we put your personalized plan into action, laying the foundation for a lasting financial legacy and relationship:

Financial Legacy Planning:

We help you articulate your vision for the future and develop strategies to preserve and transfer your wealth to future generations. From trust establishment to charitable giving, we ensure your legacy endures for years.

Product and Risk Assessment:

We conduct a rigorous assessment of financial products and investment opportunities, identifying those that align with your risk tolerance and long-term objectives. Our aim is to optimize returns while managing risk prudently.

Relationship Cultivation:

At Premia Global Advisors, we view our client relationships as partnerships built on trust, integrity, and mutual respect. We remain dedicated to providing ongoing support, guidance, and communication to help you navigate life’s financial complexities confidently.

In conclusion, the Global 360 F.O.R.M.ula epitomizes our unwavering commitment to delivering comprehensive wealth management solutions that transcend conventional boundaries. With Premia Global Advisors by your side, embark on a journey toward financial empowerment and unlock a world of possibilities for future generations.

Premia Global Advisors, LLC (“Premia”) is an investment advisor located in Coral Gables, Florida.

The Premia Global Advisor’s Team

[Disclaimer: This content is for informational purposes only and does not constitute financial advice. Please consult with a qualified financial advisor before making any investment decisions.]

IMPORTANT DISCLOSURES

Premia Global Advisors LLC (“Premia”) is a U.S. Securities and Exchange Commission (“SEC”) registered investment advisor located in Coral Gables, Florida. Registration as an investment advisor does not imply any level of skill or training. A copy of Premia’s Form ADV Part 2A Brochure which includes a description of Premia’s services, fees and business practices is filed with the SEC and available by contacting us, or at the SEC’s website(www.adviserinfo.sec.gov).  Premia and Broadridge are unaffiliated companies. 

These materials are not intended to be an advertisement or research and may not be distributed in states where Premia is not registered, or countries or jurisdictions where not permitted by law. Any discussion of investment strategies, products, or services is for information purposes only and should not be deemed to constitute the provision of investment advice, or a recommendation, or offer to purchase, or sell securities or pursue any investment strategy. These materials do not purport to contain all the relevant information that investors may wish to consider in making investment decisions and are not intended to be a substitute for exercising independent judgment. We recommend that investors independently evaluate the appropriateness of a particular investment or strategy and consult with an attorney, or tax professional regarding their specific legal or tax situation. Premia does not offer tax or legal advice. No representations are made that investors will be able to avoid loss, or achieve a certain level of performance. Investment results will fluctuate and may be highly volatile, particularly over the short term. Diversification does not protect against loss. Our views are subject to change at any time without an obligation to provide an update. 

Although the information distributed is based on sources believed to be reliable. We do not warrant its completeness accuracy.

Premia Global Advisors, LLC